EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

Sector Composition

1 Financials 5.12%
2 Technology 3.61%
3 Communication Services 3.6%
4 Industrials 1.69%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
360
-60
552
$11K ﹤0.01%
44
553
$10K ﹤0.01%
33
554
$10K ﹤0.01%
709
555
$10K ﹤0.01%
289
-76
556
$10K ﹤0.01%
172
557
$10K ﹤0.01%
157
+65
558
$10K ﹤0.01%
103
559
$10K ﹤0.01%
124
-4
560
$10K ﹤0.01%
1,040
-65
561
$10K ﹤0.01%
250
562
$10K ﹤0.01%
1,411
563
$10K ﹤0.01%
69
564
$10K ﹤0.01%
48
-239
565
$10K ﹤0.01%
50
566
$10K ﹤0.01%
143
567
$10K ﹤0.01%
374
-52
568
$10K ﹤0.01%
206
-8
569
$10K ﹤0.01%
63
-4
570
$10K ﹤0.01%
93
-93
571
$10K ﹤0.01%
88
572
$10K ﹤0.01%
83
573
$9K ﹤0.01%
76
574
$9K ﹤0.01%
790
+384
575
$9K ﹤0.01%
124
21 22
23
24 25